EQUITIES

Funds management

The companies that offer the greatest risk for investors in 2021 are the same companies that provided the greatest return for investors in 2020, according to State Street...

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Funds management

Early purchases of stocks in recovery sectors such as travel has helped the Prime Value Emerging Opportunities fund to deliver returns of more than 20%, making it one of ...

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Funds management

Afterpay is bigger than Telstra which a symptom of an excess in markets and speculative activity which focuses on non-earning stocks, according to Schroders....

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Funds management

As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...

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Funds management

Although the sector only had an average return of 1.8%, the performance of funds varied greatly....

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Funds management

Non-US regions stocks having attempted to dominate the US, growth and technology themes across the global equity sector, according to BetaShares....

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Financial planning

Seeking diverse sources of return, managing risk and developing a comparative advantage, will be the three major themes for investors in 2021, according to Willis Towers ...

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Funds management

According to a survey, 80% of institutional investors believe the market has underestimated the impact of the COVID-19 pandemic and only one in five expect a full economi...

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Funds management

Whether actively managed or passive, no fund in the Australian equity income sector has managed to overcome low interest rates and dividend cuts to post positive returns....

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Funds management

It is important to think of opportunities outside of the major stocks as the market may struggle and move sideways in the next three to five years, according to Avenir....

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Funds management

The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year....

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Funds management

While initial public offering listings have fallen overall this year, one firm which went ahead with its Australian Securities Exchange float has returned 200% since its ...

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Funds management

Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...

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Funds management

Holding a low weight to financial stocks is the common denominator between those Australian equity funds which have reported double-digit gains over the past year. ...

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Funds management

One small-cap fund investing in Australian equities has returned more than 140% over the past six months but may be ignored by investors as it sits in the Asia Pacific ex...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 4 hours ago